What AI assistants recommend when buyers ask about ai tools for financial advisors — measured weekly across engines, published as open data.
Sample: 196 AI answers · Window: May 22, 2026 – Jun 19, 2026 (4-week rolling)
| # | Product | Share | Trend | Engines | |
|---|---|---|---|---|---|
| 1 | ChatGPT openai.com | 28.1% avg pos 4 | — | CHATGPT 7.1%CLAUDE 16.1%PERPLEXITY 58.6% | Claim |
| 2 | Altitude CRM gainaltitude.ai | 27.6% avg pos 2.2 | — | CLAUDE 50%PERPLEXITY 37.1% | Claim |
| 3 | Claude claude.ai | 17.3% avg pos 3.7 | — | CLAUDE 5.4%PERPLEXITY 44.3% | Claim |
| 4 | Wealthfront | 15.3% avg pos 3 | — | CHATGPT 31.4%CLAUDE 14.3% | Claim |
| 5 | Jump AI jump.ai | 13.3% avg pos 3.2 | — | CHATGPT 1.4%CLAUDE 19.6%PERPLEXITY 20% | Claim |
| 6 | Microsoft Copilot | 12.8% avg pos 4.4 | — | PERPLEXITY 35.7% | Claim |
| 7 | Microsoft Dynamics 365 microsoft.com | 12.2% avg pos 5.8 | — | CHATGPT 4.3%CLAUDE 3.6%PERPLEXITY 27.1% | Claim |
| 8 | Tableau Public tableau.com | 11.7% avg pos 4.4 | — | CHATGPT 21.4%CLAUDE 10.7%PERPLEXITY 2.9% | Claim |
| 9 | Holistiplan | 11.2% avg pos 7.2 | — | CHATGPT 22.9%CLAUDE 10.7% | Claim |
| 10 | Alteryx | 10.2% avg pos 5.7 | — | CHATGPT 12.9%CLAUDE 1.8%PERPLEXITY 14.3% | Claim |
| 11 | Betterment | 9.7% avg pos 4.1 | — | CHATGPT 11.4%CLAUDE 12.5%PERPLEXITY 5.7% | Claim |
| 12 | Cleo | 9.7% avg pos 6.7 | — | CHATGPT 2.9%CLAUDE 14.3%PERPLEXITY 12.9% | Claim |
| 13 | Microsoft Power BI powerbi.microsoft.com | 9.2% avg pos 4.3 | — | CHATGPT 20%CLAUDE 5.4%PERPLEXITY 1.4% | Claim |
| 14 | Zapier zapier.com | 9.2% avg pos 4.6 | — | CHATGPT 14.3%CLAUDE 14.3% | Claim |
| 15 | Gemini | 9.2% avg pos 6.4 | — | PERPLEXITY 25.7% | Claim |
| 16 | Finmate | 8.7% avg pos 2.5 | — | CLAUDE 7.1%PERPLEXITY 18.6% | Claim |
| 17 | Betterment for Advisors betterment.com | 8.7% avg pos 4.8 | — | CHATGPT 20%CLAUDE 3.6%PERPLEXITY 1.4% | Claim |
| 18 | Origin useorigin.com | 8.7% avg pos 4.9 | — | CLAUDE 12.5%PERPLEXITY 14.3% | Claim |
| 19 | Boldin | 8.2% avg pos 3.4 | — | CLAUDE 14.3%PERPLEXITY 11.4% | Claim |
| 20 | Orion | 8.2% avg pos 5.6 | — | CLAUDE 28.6% | Claim |
| 21 | Anthropic Claude API anthropic.com | 8.2% avg pos 6.5 | — | CLAUDE 12.5%PERPLEXITY 12.9% | Claim |
| 22 | Agentforce Service salesforce.com | 8.2% avg pos 10.7 | — | CHATGPT 12.9%PERPLEXITY 10% | Claim |
| 23 | Zocks | 7.7% avg pos 2.5 | — | CLAUDE 3.6%PERPLEXITY 18.6% | Claim |
| 24 | Riskalyze | 7.7% avg pos 8.5 | — | CHATGPT 10%CLAUDE 14.3% | Claim |
| 25 | YNAB (You Need A Budget) ynab.com | 7.1% avg pos 7.7 | — | CHATGPT 14.3%CLAUDE 7.1% | Claim |
| 26 | BlackRock Aladdin blackrock.com | 6.6% avg pos 8.9 | — | CHATGPT 15.7%CLAUDE 3.6% | Claim |
| 27 | Zeplyn | 6.1% avg pos 2.2 | — | PERPLEXITY 17.1% | Claim |
| 28 | Datarails | 6.1% avg pos 4.5 | — | CHATGPT 4.3%PERPLEXITY 12.9% | Claim |
| 29 | Addepar addepar.com | 6.1% avg pos 9 | — | CHATGPT 14.3%CLAUDE 3.6% | Claim |
| 30 | Cube cube.dev | 5.6% avg pos 4.5 | — | CLAUDE 3.6%PERPLEXITY 12.9% | Claim |
| 31 | Shortcut | 5.6% avg pos 5 | — | PERPLEXITY 15.7% | Claim |
| 32 | Personal Capital personalcapital.com | 5.6% avg pos 5.8 | — | CHATGPT 15.7% | Claim |
| 33 | Empower empower.com | 5.6% avg pos 9 | — | CHATGPT 4.3%CLAUDE 5.4%PERPLEXITY 7.1% | Claim |
| 34 | Arria arria.com | 5.1% avg pos 1.2 | — | PERPLEXITY 14.3% | Claim |
| 35 | Dialzara dialzara.com | 5.1% avg pos 2 | — | CLAUDE 17.9% | Claim |
| 36 | Monarch Money | 5.1% avg pos 2.5 | — | CLAUDE 14.3%PERPLEXITY 2.9% | Claim |
| 37 | FP Alpha fpalpha.com | 5.1% avg pos 3.7 | — | CLAUDE 3.6%PERPLEXITY 11.4% | Claim |
| 38 | DataSnipper | 5.1% avg pos 4.5 | — | PERPLEXITY 14.3% | Claim |
| 39 | MindBridge | 5.1% avg pos 4.5 | — | PERPLEXITY 14.3% | Claim |
| 40 | Google Data Studio datastudio.google.com | 5.1% avg pos 5.1 | — | CHATGPT 14.3% | Claim |
| 41 | Wealthbox CRM wealthbox.com | 5.1% avg pos 6.8 | — | CHATGPT 14.3% | Claim |
| 42 | Google Docs google.com | 5.1% avg pos 7.3 | — | PERPLEXITY 14.3% | Claim |
| 43 | Brex | 4.6% avg pos 4.5 | — | PERPLEXITY 12.9% | Claim |
| 44 | Ramp ramp.com | 4.6% avg pos 4.5 | — | PERPLEXITY 12.9% | Claim |
| 45 | Validis | 4.6% avg pos 4.5 | — | PERPLEXITY 12.9% | Claim |
| 46 | Workiva | 4.6% avg pos 4.5 | — | PERPLEXITY 12.9% | Claim |
| 47 | Domo domo.com | 4.6% avg pos 5.7 | — | CHATGPT 8.6%PERPLEXITY 4.3% | Claim |
| 48 | RightCapital | 4.6% avg pos 8 | — | CHATGPT 4.3%CLAUDE 10.7% | Claim |
| 49 | Runway Financial | 4.6% | — | CHATGPT 12.9% | Claim |
| 50 | Conquest | 4.1% avg pos 2 | — | CLAUDE 14.3% | Claim |
| 51 | HubSpot CRM hubspot.com | 4.1% avg pos 5.2 | — | CHATGPT 2.9%PERPLEXITY 8.6% | Claim |
| 52 | Google Gemini | 4.1% avg pos 5.4 | — | PERPLEXITY 11.4% | Claim |
| 53 | YNAB | 4.1% avg pos 5.7 | — | CLAUDE 5.4%PERPLEXITY 7.1% | Claim |
| 54 | Magnifi | 4.1% avg pos 6.5 | — | PERPLEXITY 11.4% | Claim |
| 55 | Facet Wealth | 4.1% | — | CHATGPT 1.4%CLAUDE 12.5% | Claim |
| 56 | FutureAdvisor | 4.1% | — | CHATGPT 1.4%CLAUDE 12.5% | Claim |
| 57 | Datagrid datagrid.com | 3.6% avg pos 2 | — | PERPLEXITY 10% | Claim |
| 58 | ProjectionLab | 3.6% avg pos 2.7 | — | PERPLEXITY 10% | Claim |
| 59 | Looker Studio looker.com | 3.6% avg pos 3.8 | — | CHATGPT 4.3%CLAUDE 7.1% | Claim |
| 60 | Power BI with Copilot | 3.6% avg pos 4 | — | PERPLEXITY 10% | Claim |
| 61 | Rocket Money | 3.6% avg pos 4.3 | — | PERPLEXITY 10% | Claim |
| 62 | Morningstar Direct morningstar.com | 3.6% avg pos 9.6 | — | CHATGPT 7.1%CLAUDE 3.6% | Claim |
| 63 | Nitrogen nitrogen.io | 3.1% avg pos 2 | — | CHATGPT 5.7%CLAUDE 3.6% | Claim |
| 64 | OpenClaw | 3.1% avg pos 3 | — | CLAUDE 10.7% | Claim |
| 65 | Hebbia | 3.1% avg pos 4 | — | CLAUDE 10.7% | Claim |
| 66 | Jump | 3.1% avg pos 4 | — | CHATGPT 5.7%PERPLEXITY 2.9% | Claim |
| 67 | Mint mint.intuit.com | 3.1% avg pos 4.8 | — | CHATGPT 8.6% | Claim |
| 68 | Claude in Excel | 3.1% avg pos 6.2 | — | PERPLEXITY 8.6% | Claim |
| 69 | Copilot | 3.1% avg pos 6.3 | — | PERPLEXITY 8.6% | Claim |
| 70 | BlackRock Aladdin Wealth | 3.1% avg pos 7.5 | — | CLAUDE 10.7% | Claim |
| 71 | Zest AI | 3.1% avg pos 8 | — | CHATGPT 8.6% | Claim |
| 72 | Envestnet | MoneyGuide | 3.1% | — | CHATGPT 8.6% | Claim |
| 73 | Jedox jedox.com | 3.1% | — | CHATGPT 5.7%CLAUDE 3.6% | Claim |
| 74 | ChatFin chatfin.ai | 2.6% avg pos 1 | — | CLAUDE 8.9% | Claim |
| 75 | Wavvest | 2.6% avg pos 1 | — | CLAUDE 8.9% | Claim |
| 76 | Conquest Planning | 2.6% avg pos 4.2 | — | PERPLEXITY 7.1% | Claim |
| 77 | Copilot Money | 2.6% avg pos 4.3 | — | PERPLEXITY 7.1% | Claim |
| 78 | Endex | 2.6% avg pos 5.2 | — | PERPLEXITY 7.1% | Claim |
| 79 | MoneyGuidePro | 2.6% avg pos 5.7 | — | CHATGPT 5.7%CLAUDE 1.8% | Claim |
| 80 | Perplexity | 2.6% avg pos 7.3 | — | CLAUDE 7.1%PERPLEXITY 1.4% | Claim |
| 81 | Marketo marketo.com | 2.6% avg pos 9 | — | PERPLEXITY 7.1% | Claim |
| 82 | Sybill sybill.ai | 2.6% avg pos 9.5 | — | CLAUDE 3.6%PERPLEXITY 4.3% | Claim |
| 83 | SmartAsset smartasset.com | 2.6% avg pos 10.3 | — | CHATGPT 7.1% | Claim |
| 84 | Kensho | 2.6% avg pos 11.5 | — | CHATGPT 4.3%CLAUDE 3.6% | Claim |
| 85 | Tiller Money tillermoney.com | 2.6% avg pos 14.3 | — | CHATGPT 7.1% | Claim |
| 86 | Zeta zetamoney.com | 2.6% avg pos 17.5 | — | CHATGPT 7.1% | Claim |
| 87 | Anaplan | 2.6% | — | CLAUDE 8.9% | Claim |
| 88 | Kaplan's Wealth Management Professional Assistant kaplanfinancial.com | 2.6% | — | PERPLEXITY 7.1% | Claim |
| 89 | Orion Portfolio Solutions orionportfoliosolutions.com | 2.6% | — | CHATGPT 7.1% | Claim |
| 90 | Planful | 2.6% | — | CLAUDE 8.9% | Claim |
| 91 | Sisense sisense.com | 2% avg pos 1 | — | CLAUDE 7.1% | Claim |
| 92 | Free Financial Plan freefinancialplan.com | 2% avg pos 2 | — | PERPLEXITY 5.7% | Claim |
| 93 | PortfolioPilot portfoliopilot.com | 2% avg pos 7 | — | PERPLEXITY 5.7% | Claim |
| 94 | SigFig sigfig.com | 2% avg pos 7 | — | CHATGPT 2.9%PERPLEXITY 2.9% | Claim |
| 95 | Catchlight | 2% avg pos 8 | — | CLAUDE 3.6%PERPLEXITY 2.9% | Claim |
| 96 | eMoney | 2% avg pos 8 | — | CHATGPT 1.4%CLAUDE 5.4% | Claim |
| 97 | AlphaSense alpha-sense.com | 2% avg pos 9.3 | — | CHATGPT 4.3%PERPLEXITY 1.4% | Claim |
| 98 | Ocrolus ocrolus.com | 2% avg pos 11 | — | PERPLEXITY 5.7% | Claim |
| 99 | PocketGuard pocketguard.com | 2% avg pos 13 | — | CHATGPT 5.7% | Claim |
| 100 | IBM API Connect ibm.com | 2% avg pos 13.7 | — | CHATGPT 5.7% | Claim |
Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.
Not in the answer? That's fixable.
Check Your AI Visibility →© 2026 Orbator. All rights reserved.